Wealthcare Advisory Partners LLC Purchases in Q4 2024

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
43
+ 0.25%
$20.38 - $21.75 $876 - $935
17.5K $359K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.11%
$40.38 - $44.35 $1.13K - $1.24K
24.7K $1.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.22K
+ 7.68%
$67.29 - $73.38 $284K - $310K
59.2K $4.02M
VABK
Virginia National Bankshares Corp

Financial Services
37
+ 0.62%
$37.91 - $44.0 $1.4K - $1.63K
6.01K $229K
RACE
Ferrari N.V.

Consumer Cyclical
6
+ 1.23%
$422.83 - $490.34 $2.54K - $2.94K
492 $209K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9
+ 0.22%
$56.61 - $61.63 $509 - $555
4.11K $233K
IYR
Ishares Tr

ETFs
3
+ 0.13%
$90.74 - $102.87 $272 - $309
2.29K $213K
DFAX
Dimensional ETF Tr
360
+ 2.65%
$24.76 - $27.04 $8.91K - $9.73K
13.9K $346K
VLO
Valero Energy Corp

Energy
201
+ 5.54%
$118.59 - $144.02 $23.8K - $28.9K
3.83K $469K
FTCS
First Trust Capital Strength E

ETFs
100
+ 1.0%
$87.62 - $94.03 $8.76K - $9.4K
10.1K $887K
ARKG
Ark Genomic Revolution ETF (De

ETFs
435
+ 2.81%
$22.66 - $27.11 $9.86K - $11.8K
15.9K $374K
XCEM
Columbia ETF Tr Ii

ETFs
12.2K
+ 9.76%
$29.6 - $32.67 $362K - $400K
138K $4.08M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
781
+ 1.05%
$23.29 - $23.93 $18.2K - $18.7K
74.9K $1.76M
DD
Du Pont De Nemours, Inc.

Basic Materials
156
+ 5.49%
$75.95 - $88.05 $11.8K - $13.7K
3K $228K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
123
+ 0.68%
$10.44 - $11.67 $1.28K - $1.44K
18.2K $193K
EBND
Spdr Bloomberg Emerging Market

ETFs
223
+ 1.27%
$19.53 - $21.1 $4.36K - $4.71K
17.8K $346K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
41
+ 1.54%
$114.08 - $125.68 $4.68K - $5.15K
2.71K $309K
CELH
Celsius Holdings, Inc.

Consumer Defensive
586
+ 6.64%
$25.66 - $34.91 $15K - $20.5K
9.42K $248K
JPIN
Jp Morgan Diversified Return I

ETFs
39
+ 0.81%
$53.56 - $59.9 $2.09K - $2.34K
4.88K $261K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
230
+ 0.79%
$12.1 - $13.52 $2.78K - $3.11K
29.5K $361K
NSC
Norfolk Southern Corp

Industrials
19
+ 0.75%
$230.6 - $277.0 $4.38K - $5.26K
2.55K $598K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.14K
+ 4.52%
$25.15 - $27.57 $28.8K - $31.5K
26.4K $667K
SOXX
Ishares Semiconductor ETF

ETFs
568
+ 5.47%
$211.27 - $239.8 $120K - $136K
11K $2.36M
ASET
Flexshares Tr Real Assets Allo

ETFs
53
+ 0.43%
$29.63 - $32.9 $1.57K - $1.74K
12.3K $367K
CL
Colgate Palmolive CO

Consumer Defensive
162
+ 4.21%
$90.22 - $102.31 $14.6K - $16.6K
4.01K $364K
AWR
American States Water CO

Utilities
10
+ 0.14%
$77.72 - $87.27 $777 - $873
7.4K $575K
PHO
Invesco Exchange Traded Fd Tr

ETFs
125
+ 1.15%
$65.79 - $72.14 $8.22K - $9.02K
11K $725K
EXC
Exelon Corp

Utilities
525
+ 2.31%
$36.22 - $40.97 $19K - $21.5K
23.2K $874K
CEG
Constellation Energy Corp

Utilities
840
+ 12.3%
$224.28 - $285.52 $188K - $240K
7.67K $1.73M
NXPI
Nxp Semiconductors N.V.

Technology
356
+ 9.21%
$207.27 - $255.58 $73.8K - $91K
4.22K $877K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.75K
+ 4.34%
$23.11 - $25.17 $40.5K - $44.1K
42.2K $974K
PDI
Pimco Dynamic Income Fund

Financial Services
29.2K
+ 9.46%
$18.33 - $20.85 $536K - $610K
338K $6.21M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5.41K
+ 17.68%
$27.34 - $35.73 $148K - $193K
36K $988K
AFL
Aflac Inc

Financial Services
266
+ 2.52%
$100.37 - $115.27 $26.7K - $30.7K
10.8K $1.12M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
10
+ 0.05%
$40.41 - $45.12 $404 - $451
19K $770K
QWLD
Spdr Index Shs Fds

ETFs
6
+ 0.04%
$123.39 - $130.49 $740 - $783
15.3K $1.89M
MDT
Medtronic PLC

Healthcare
11
+ 0.14%
$79.61 - $92.24 $876 - $1.01K
7.88K $629K
CSX
Csx Corp

Industrials
270
+ 0.67%
$31.58 - $36.88 $8.53K - $9.96K
40.3K $1.3M
AEP
American Electric Power CO Inc

Utilities
248
+ 2.4%
$90.91 - $102.21 $22.5K - $25.3K
10.6K $977K
KLAC
Kla Corp

Technology
37
+ 4.98%
$614.46 - $829.55 $22.7K - $30.7K
780 $491K
FCX
Freeport Mcmoran Inc

Basic Materials
631
+ 6.79%
$38.08 - $50.82 $24K - $32.1K
9.93K $378K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
9.6K
+ 9.28%
$28.69 - $32.86 $275K - $315K
113K $3.24M
CARR
Carrier Global Corp

Industrials
96
+ 1.26%
$66.69 - $82.65 $6.4K - $7.93K
7.7K $525K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
74
+ 0.69%
$131.66 - $144.0 $9.74K - $10.7K
10.7K $1.42M
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.84K
+ 6.21%
$49.36 - $53.72 $288K - $314K
100K $4.94M
STX
Seagate Technology Holdings PLC

Technology
142
+ 2.76%
$86.31 - $112.64 $12.3K - $16K
5.29K $456K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.1%
$209.89 - $233.24 $2.1K - $2.33K
10.3K $2.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
122K
+ 185.82%
$22.01 - $66.82 $2.7M - $8.18M
188K $4.28M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.19K
+ 6.79%
$64.29 - $75.41 $76.2K - $89.4K
18.6K $1.2M
Activity Summary
Buys All Purchases 486 New Holdings 70 Increased Positions 416 Sells All Sells 378 Reductions 378 Sold out 0 Options Calls 0 Puts 0
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